Strategic Resources & Partners

At Professional Wealth Associates, we pride ourselves on the long standing relationships we've developed over the years with other professionals across several disciplines.  These relationships allow us to supplement our in-house expertise and resources when needed while also affording us the opportunity to refer clients when appropriate. 

Some of the relationships we've built over the past two decades that have proven to be a tremendous value add to our organization include the following individuals and firms.

Strategic Resources

Dan Nuwash - Finance For Thought

Advanced Tax Strategies

Brian Tully - Tully Law Group, PC 

Elder Law & Life Care Planning

Scott Kaufman - SGK & Associates

Steven Gerstein - Coltrain Funding Group

Mortgage Loan Origination

Daniel Nessim - A&C Management Group, LTD

Corporate Health Benefits

Andrea Rodriguez - South Bay Health Plans

Comprehensive Medicare Planning

Peter Weinbaum – Social Security Maven

Social Security Analysis & Planning

Strategic Partners

Anthony Giordano - Gio Financial Group

Advanced Insurance Planning & Risk Management

Lawrence Adamo - Lawrence Adamo Insurance Services

Insurance Planning & Tax Strategies

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